See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,376 | $65,041-7.2% | $90,951-33.6% | $79,858-24.4% |
| Participation rate | 62.3% | 61.6%+0.7pp | 69.0%-6.7pp | 69.6%-7.3pp |
| Annual return | 8.78% | 30.45%-21.7pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $989 | $1,247-20.7% | $2,122-53.4% | $2,471-60.0% |
| Participant deferral / active EE | $2,322 | $2,512-7.6% | $3,373-31.1% | $3,740-37.9% |
| Admin fee / account holder | $6,703 | $4,536+47.8% | $5,959+12.5% | $5,306+26.3% |